Charles Bales is a registered investment advisor at Whitewater Wealth, based in Eugene, OR, with 37 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 37 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Whitewater Wealth manages investments through a bundled fee program. Details about this program are in a separate brochure.
Location
Eugene, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Charles is the owner of Paradise Waits, LLC, an LLC for IRA real estate investment. This activity requires minimal time.
Employment History
Current Registrations
Whitewater Wealth
Previous Registrations
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.